Filed March 20, 2015 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: COOPER HAIMS ADVISORS Service code 27 50 SQUARE DR · VICTOR, NY 14564 | Advisory (Plan) | $90,648 |
T ROWE PRICE RPS INC1 year Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $24,651 |
BONADIO & CO., LLP1 year Filed as: BONADIO & CO LLP Service code 10 100 CORPORATE PARKWAY · AMHERST, NY 14226 | Accounting | $7,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,693 | $95,880+75.9% | $107,525+56.9% | $85,563+97.2% |
| Participation rate | 94.5% | 70.1%+24.3pp | 75.1%+19.4pp | 66.0%+28.5pp |
| Annual return | 18.12% | 68.06%-49.9pp | 181.32%-163.2pp | 31.51%-13.4pp |
| Employer contribution / active EE | $3,520 | $3,812-7.7% | $3,754-6.2% | $2,654+32.7% |
| Participant deferral / active EE | $11,225 | $4,201+167.2% | $5,116+119.4% | $4,375+156.6% |
| Admin fee / account holder | $178 | $1,025-82.6% | $8,919-98.0% | $834-78.6% |